Migrate from Jobber to Twenty CRM

Audit Jobber data volume and export via API

FlitStack connects to Jobber via scoped API read access and exports all Clients, Properties, Jobs, Quotes, Invoices, and Team Members with their custom field values. We capture the full object graph — including client-to-property associations, job-to-client and job-to-property links, and quote-to-job relationships. The export runs read-only against your live Jobber account so your team continues working without interruption. We generate a data inventory report listing record counts per object, custom field definitions, and any data quality flags (missing email on client, duplicate property addresses). This inventory drives the field mapping plan and identifies which Jobber objects require custom object creation in Twenty before import.

Create Twenty CRM schema — custom objects and custom fields

Before any data moves, your Twenty admin (or FlitStack) creates the schema elements that Jobber uses but Twenty lacks natively: the Invoice custom object, Job_Status__c and Quote_Status__c pick-list fields on Opportunity, and the Property address custom fields on Company. FlitStack delivers a schema setup plan listing every field to create, the expected data type, and any pick-list values to pre-populate. This plan is generated from the Jobber custom field inventory so nothing is missed. Twenty's Settings → Data Model → Add Field interface requires the custom object to exist before its fields can be configured — FlitStack sequences this correctly.

Resolve owners and invite team members to Twenty

Jobber team member email addresses are matched against Twenty Workspace Member emails. For each team member with an active Twenty account, the match is direct — their migrated records link to their Twenty user. For any Jobber team member without a Twenty account, FlitStack flags them in a pre-migration report and pauses migration until your admin either invites them to Twenty or designates a fallback Twenty user to own their records. No Opportunity or People record lands without a resolved Twenty assignee. This step prevents orphaned records and ensures your Twenty workspace has complete ownership coverage at go-live.

Run a sample migration with field-level diff

A representative slice migrates first — typically 100–300 records spanning Clients, Properties, Jobs, Quotes, and Invoices. FlitStack generates a field-level diff between the source Jobber record and the destination Twenty record so you can verify every mapping: custom field completeness on People and Companies, Job_Status__c pick-list values, Invoice custom object fields, and assignee resolution. This diff is the validation gate before the full run commits. Any field that shows a mismatch (missing pick-list option, truncated text, wrong date format) gets corrected in the mapping plan and the sample run re-executes until the diff passes your approval threshold.

Execute full migration with delta-pickup window

The full migration runs against Twenty CRM's API — Companies first (the one side of the Company-People-Opportunity relationship chain), then People linked to Companies, then Opportunities linked to People and Companies, then Invoice custom records linked to Opportunities. A delta-pickup window (24–48 hours) captures any records created or modified in Jobber during the cutover window. FlitStack generates an audit log of every create and update operation with source record ID, destination record ID, and timestamp. One-click rollback reverts all migrated records if post-migration reconciliation fails. After rollback, the delta-pickup re-runs so your final Twenty state matches Jobber's final state at go-live.

Deliver Jobber workflow export for manual rebuild in Twenty

FlitStack exports your Jobber automation definitions — trigger events, time delays, action sequences, and notification rules — as a structured rebuild reference document. This document is organized by automation name and maps each Jobber automation to its functional equivalent in Twenty's workflow builder. Your Twenty admin uses this reference to rebuild quote follow-up reminders, client notification triggers, and job assignment alerts in Twenty's Pro or Organization workflow builder. This step is always manual because automation logic cannot be algorithmically translated between platforms — the rebuild is scoped as implementation work separate from the migration engagement.